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Sundaram Rural India Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
22.641 0.26 (1.12%)

NAV as on 27 Jun, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Benchmark Index:
 
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Returns (NAV as on 27 Jun, 2017)

Period Returns (%) Rank #
1 mth 0.7 43
3 mth 8.5 19
6 mth 25.1 28
1 year 30.9 25
2 year 23.9 3
3 year 23.7 10
5 year - -

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 11.1 - - - -
2016 -2.1 18.4 7.1 -16.0 7.8
2015 0.2 1.3 -1.4 -1.3 0.5
2014 5.1 10.8 7.4 8.5 36.4
2013 -13.7 0.5 -6.3 14.3 -3.4

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.7 8.5 25.1 30.9 23.9 23.7 --
Category avg -0.4 4.5 17.3 19.4 9.5 10.1 10.0
Difference of Fund returns and Category returns 1.1 4.0 7.8 11.5 14.4 13.6 --
Best of category 7.5 16.9 35.1 38.3 25.4 38.8 28.2
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # -0.1 5.4 21.3 21.8 10.0 10.7 15.0
Difference of Fund returns and Benchmark returns 0.8 3.1 3.8 9.1 13.9 13.0 --
Sundaram Rural India Fund - Direct Plan (D) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of \"Companies that are focussing on Rural India

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 500
Asset Size (Rs cr) 62.78 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.50 (May-04-2017) View Dividend History
Bonus N.A.
Fund Manager S Krishnakumar / Avinash Agarwal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund - Direct (G) Rank 4
3,971.06 6.5 21.2 27.7 11.7 --
Franklin India Prima Plus (G) Rank 3
8,479.15 3.3 18.0 16.3 16.4 20.0
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 3.6 18.6 17.6 17.7 --
ICICI Pru Value Discovery - DP (G) Rank 3
2,126.45 2.2 13.5 14.1 15.6 --
HDFC Equity Fund (G) Not Ranked
13,046.69 6.2 20.7 26.6 10.8 17.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 62.36 5.19
HUL Cons NonDurable 58.69 4.88
M&M Automotive 49.59 4.13
Maruti Suzuki Automotive 32.45 2.70
Britannia Food & Beverage 30.03 2.50
Asian Paints Chemicals 29.93 2.49
UltraTechCement Cement 27.27 2.27
Hero Motocorp Automotive 24.35 2.03
Tata Global Bev Food & Beverage 23.90 1.99
Tata Chemicals Chemicals 23.88 1.99

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Chemicals 23.90 0.00 0.00
Cons NonDurable 13.46 0.00 0.00
Food & Beverage 12.85 0.00 0.00
Automotive 9.81 0.00 0.00
Banking/Finance 7.11 0.00 0.00
Tobacco 6.75 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 89.40
Others 1.86
Debt 0.00
Mutual Funds N.A
Money Market 10.53
Cash / Call -1.76

View All

Concentration

Holdings (%)
Top 5 19.40
Top 10 30.17
Sector (%)
Top 3 50.21

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